Civic Intelligence

Osi Research and Education Corporation

EIN 46-5419909 • 501(c)4 • North Kansas City, MO

Profile

To help with orthopedic residence education

2790 Clay Edwards Drive 650North Kansas City, MO 64116

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.04x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

6th percentile

-161%

Higher net margin than 6% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-74%

Faster asset growth than 13% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-83%

Faster revenue growth than 9% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$7,576

Down $21,640 (-74%) from 2023

Liabilities

Up

$521

Up $521 from 2023

Net Assets

Down

$7,055

Down $22,161 (-76%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin6th percentile

Revenue

Down

$13,723

Down $65,576 (-83%) from 2023

Expenses

Down

$35,884

Down $14,299 (-28%) from 2023

Net Income

Down

-$22,161

Down $51,277 (-176%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2023: $29,216Liabilities 2023: $0Net Assets 2023: $29,2162023Assets 2024: $7,576Liabilities 2024: $521Net Assets 2024: $7,0552024

Highlighted filing

2024

Assets$7,576
Liabilities$521
Net Assets$7,055
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2023: $79,299Expenses 2023: $50,183Net Income 2023: $29,1162023Revenue 2024: $13,723Expenses 2024: $35,884Net Income 2024: -$22,1612024

Highlighted filing

2024

Revenue$13,723
Expenses$35,884
Net Income-$22,161
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,576
Liabilities
$521
Net assets
$7,055
Revenue
$13,723
Expenses
$35,884
Net income
-$22,161
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.58$0.52$7.06$13.7$35.9$22.2
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$0.00$29.2$79.3$50.2$29.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$25,264
Mission and Program Overview

Mission

To help with orthopedic residence education

Program Services

DescriptionGrantsExpenses
PROVIDE ASSISTANCE TO ORTHOPEDIC RESIDENTS THROUGH EDUCATION AND RESEARCH$0$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID DUGANPresident-$0--
ROBERT PAULSecretary-$0--
ALAN CORNETTVice President-$0--
DAVID PAULTreasurer-$0--
KYLE BUSHDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,264-$550-
Total Events$25,264-$11,541$-11,541
Filing and Contact Details

Filer

Filer Name
Osi Research and Education Corporation
EIN
46-5419909
Phone
8165596520
Address
2790 CLAY EDWARDS DRIVE 650, NORTH KANSAS CITY, MO 64116

Signing Officer

Name
David Dugan
Title
President
Phone
8165596520
Signed
2025-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Nicole D Dobson CPA
Phone
8165259699
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 1,809.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: education. Amount: 13,675. Description: license. Amount: 5,328. Description: supplies. Amount: 8,229. Description: resident expenses. Amount: 5,268. Description: bank fees. Amount: 1,575. Total to form 990-ez, line 16: 34,075.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: due from operating account. Beg. Of year amount: 0. End of year amount: 4,863. Description: other depreciable assets. Beg. Of year amount: 4,522. End of year amount: 2,713.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: bank overdraft. Beg. Of year amount: 0. End of year amount: 521.”

Raw XML Appendix161 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID DUGAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID PAUL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KYLE BUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034075
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO HELP WITH ORTHOPEDIC RESIDENCE EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE ASSISTANCE TO ORTHOPEDIC RESIDENTS THROUGH EDUCATION AND RESEARCH
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IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 1,809.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EDUCATION. AMOUNT: 13,675. DESCRIPTION: LICENSE. AMOUNT: 5,328. DESCRIPTION: SUPPLIES. AMOUNT: 8,229. DESCRIPTION: RESIDENT EXPENSES. AMOUNT: 5,268. DESCRIPTION: BANK FEES. AMOUNT: 1,575. TOTAL TO FORM 990-EZ, LINE 16: 34,075.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE FROM OPERATING ACCOUNT. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,863. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 4,522. END OF YEAR AMOUNT: 2,713.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
ReasonableCauseExplanation/ExplanationTxt0THE ELECTRONICALLY FILED RETURN WAS REJECTED BY THE IRS ON NOVEMBER 17TH, 2025. THE TAX RETURN PREPARER CONTACTED THE IRS ON NOVEMBER 17TH, 2025 AND INITIATED TECH TICKET IM671292. ON DECEMBER 12TH, 2025, THE RETURN PREPARER WAS CONTACTED BY AN IRS AGENT REGARDING THE OUTSTANDING TICKET, THE ISSUE WAS RESOLVED, AND THE RETURN WAS RESUBMITTED FOR ELECTRONIC FILING.
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID DUGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08165596520
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSI RESEARCH AND EDUCATION CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0OSIR
ReturnHeader/Filer/EIN0465419909
ReturnHeader/Filer/PhoneNum08165596520
ReturnHeader/Filer/USAddress/AddressLine1Txt02790 CLAY EDWARDS DRIVE 650
ReturnHeader/Filer/USAddress/CityNm0NORTH KANSAS CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum08165259699
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICOLE D DOBSON CPA
ReturnHeader/ReturnTs02025-12-15T13:32:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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